One of the best things about Quickbooks Pro is that you can use it to personalize your invoices. You can customize fonts, styles, and other formatting on templates for your forms, or create new ones for future use as you edit your basic information. QuickBooks for Mac 2015 User’s Guide i Acknowledgements No single person can write a guide of this size and scope. I’d like to thank the other members of the QuickBooks for.

You can create an estimate to list goods you might sell or services you might provide to a prospective customer. When you print or enter the estimate there is no change in your income, because there is no guarantee that you will complete the transaction. When a customer accepts your estimate, you can easily make any necessary modifications to it and then convert it to an invoice. The invoice appears in the invoice account you select, with the next sequential invoice number. Because you convert estimates directly to invoices, the two forms look very similar and require you to fill in most of the same information, such as the customer, date, and billing address. You also enter details about the products and services you sell. These are called invoice items in Quicken.

Of course, you don't need to create an estimate to convert to an invoice. You can simply create an invoice whenever you need to bill customers for the products or services they bought from you. Click the topic below for the item you want more information about. Create an estimate or invoice. If you're entering a project/job for the first time, Quicken displays the for you to complete.

The names of closed projects/jobs don't appear. • In the Layout list, select the layout you want to use.

Quicken displays the layout you last used. You can also click Customize to go to the Forms Designer to create a new layout.

Shortcut for paste special. You're given the option of saving your current invoice or estimate before opening the. This lets you create a new layout in the Forms Designer and then go back to your invoice or estimate and apply the new layout. Quicken automatically appends the business tag you specify here to the category for any invoice items you enter in the Item field, using the format category/business tag. You should not include one business tag at the invoice level and another business tag at the invoice item level because Quicken will not be able to determine which business the invoice item belongs to.

If you want to include business tags at the invoice item level, then you should leave the Business Tag field in the invoice blank. • In the Bill To field, enter the name and address. • If your form displays the Ship To field, enter the ship to name and address, or, with the cursor on the top line, press the ' (apostrophe) key to copy the information from the Bill To area. (Optional) • Quicken displays today's date, but you can change it using the pop-up calendar or by typing over it. • If your form displays the Due Date field, enter the expected date of payment. For example, if payment is due on receipt, enter today's date. The default due date is the invoice date plus 30 days, but you can it.

F you want to enter information about the due date terms, such as On Receipt, enter the text in the Customer Message field. Quicken prints the message in the lower-left corner of the estimate or invoice. Use print preview to see exactly where the message will appear.

• If your form displays the P.O. Number field, enter the customer's purchase order number for tracking purposes.

(Optional) • In the Item field, click the drop-down arrow to display a list of available invoice items. Select an item in the list. Quicken fills in the category, description, and rate or price based on what you specified when you created the item.

Click each link above to go take a look at the list and vote for the ones you want to see implemented in Quicken for Mac. Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately. There is no direct option to print the category list, but this post has some workarounds for you.

If you included a tag with the category, Quicken displays that as well. You should not include one business tag at the invoice level and another business tag at the invoice item level because Quicken will not be able to determine which business the invoice item belongs to. If you want to include business tags at the invoice item level, then you should leave the Business Tag field in the invoice blank. • If you charge sales tax for this item, Quicken displays a T in the Taxable column. If you want to turn tax tracking off for this item, click in the Tax column. (Optional) •.

Quicken automatically updates the value in the Amount column for you, based on the quantity multiplied by the rate. • In the Customer Message field, select a message in the list, or enter a new one. (Optional) • If this invoice contains any taxable items, enter a tax rate in the Tax field.